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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,892 | $127,779-85.2% | $106,551-82.3% | $167,518-88.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 56.41% | 33.87%+22.5pp | 26.80%+29.6pp | 478.71%-422.3pp |
| Employer contribution / active EE | $970 | $3,427-71.7% | $2,819-65.6% | $4,838-79.9% |
| Participant deferral / active EE | $1,229 | $5,088-75.9% | $4,398-72.1% | $6,342-80.6% |
| Admin fee / account holder | $439 | $11,228-96.1% | $7,408-94.1% | $12,312-96.4% |